EI
DOC

Ellevest Inc’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Ellevest Inc’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-303
Closed -$5K – 1455
2020
Q3 		$5K Buy
303
+106
+54% +$1.89K ﹤0.01% 787
2020
Q2 		$3K Buy
197
+88
+81% +$1.44K ﹤0.01% 860
2020
Q1 		$2K Buy
+109
New +$2K ﹤0.01% 823

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's DOC Position: Q4 2020 in Review

Ellevest Inc sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2020, closing a stake of 303 shares — an estimated $5K sold.

Ellevest Inc first reported a position in DOC in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q3 2020. 347 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

  • Ellevest Inc reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 303 PHYSICIANS REALTY TRUST shares in Q4 2020, an estimated $5K.
  • Ellevest Inc first reported a position in PHYSICIANS REALTY TRUST in Q1 2020 and held it in 3 quarters.
  • Ellevest Inc's PHYSICIANS REALTY TRUST position peaked at $5K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.